Plan Snapshot
- Plan Sponsor: The Ergo Baby Carrier, INC.
- Sponsor EIN: 680581582
- Sponsor Address: 2041 EAST ST, CONCORD, CA, 94520
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $12.2M | $606,596 | $887,258 |
| 2023 | 84 | $9.8M | $473,225 | $832,204 |
| 2022 | 84 | $7.7M | $433,592 | $753,657 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $61,442 | $39,454 | — | — | — |
| 2023 | $50,637 | $32,749 | — | — | — |
| 2022 | $48,216 | $6,210 | — | — | — |